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I have a SPIA within a New York Life IRA which I annuitized and receive a level monthly distribution for...

Hello, Looking at utilizing the NUA strategy. Within this 401k is approx 43% after-tax ($385k), with the rest in pre-tax...

Hello! I need some guidance. Client’s father died in 2019 and the 401k was left to the estate. The estate...

A few recent posts seem to suggest that a Roth conversion would be tax free IF after doing so, their...

My brother, single, never married, no children, a 56 year old postal worker with several medical issues and related unpaid...

I just finished reading “The New Retirement Savings Time Bomb.” Ed recommends that IRAs do not list a Trust as...

If a roth conversion takes place after 59 1/2 does the 5 year rule apply for interest earnings.

Hi there — can anyone recommend software that will help with NUA calculations?

Hello, I have a tax/legal/assets issue and would appreciate some suggestions. In 2017 my husband and I signed our divorce...

Client has a solo 401(k) and an IRA annuity that is RMD age. I know you are have to satisfy...